Skip to main content
Where to find Cohorts: In the left sidebar, click Comms > Blasts, then click the Cohorts tab.
Prerequisites: You need Patients in the system before creating cohorts.
A cohort is a saved group of patients defined by filters — location, provider, tags, and other patient attributes. Cohorts are reusable across multiple blasts, so you can define your audience once and send to it whenever you need to. Filters are organized into categories: demographics (age, gender, location), communication preferences (opted out of SMS/email, marketing opt-in status), engagement (notes, active chats, medication count), scheduling (appointment history, cancellations), billing (total spent, memberships, packages), and more.

​
Create a Cohort

1

Go to the Cohorts Page

Navigate to Comms > Blasts, then click the Cohorts tab.
2

Click New Cohort

Click the New Cohort button. Give it a name and optional description.
3

Add Filters

Use the filter builder to define which patients belong to this cohort. You can filter by location, provider, tags, marketing opt-in status, and many other patient attributes.
4

Save

Click Save. You can preview the matching patients before saving.

​
Build a Cohort from a Contact List

Instead of filters, you can build a cohort from a specific list of people you already have — for example, a list exported from another tool or collected at an event.
1

Start a new cohort

On the Cohorts page, click New Cohort. On the prompt screen, click paste a contact list.
2

Add the contacts

In the Create Custom Cohort window, paste emails or phone numbers (one per line) into the box, or drop a .csv/.txt file or click Upload .csv or .txt. The window shows how many contacts it detected as you go.
3

Name and save

Give the cohort a name, then save. Decoda matches the contacts to existing patients and builds the cohort from the ones it finds.
A custom-list cohort shows a Custom list · N contacts chip instead of filter pills. To change who’s in it, reopen the cohort and edit the pasted list.

​
Seasonal Win-Back Filters

Two filters in the Appointments category make it easy to build seasonal win-back audiences — patients who came in during one window but haven’t returned:
  • Completed Appointment Between — patients who completed an appointment within a date range you set. Click For specific services to limit it to certain services; otherwise it counts any appointment.
  • Has No Appointment Between — patients with no appointment in a date range. Pair it with the filter above to find, for example, everyone who came in last spring but hasn’t booked this spring.
Both filters require a date range; narrowing to specific services is optional.

​
Using AI to Build Filters

Instead of manually selecting filters, you can describe the audience you want in plain language. The AI filter builder translates your description into the appropriate filters. For example, you could type “patients at the downtown location who haven’t visited in 6 months” and the system will set the matching filters for you.

​
Editing a Cohort

Click any cohort in the list to open it. You can update the name, description, or filters, then click Save. Any future blasts that target this cohort will use the updated filters.

​
Deleting a Cohort

Open a cohort and click Delete. This does not affect any blasts that have already been sent to this cohort — it only removes the saved filter group.